WP
DBJA

WealthPLAN Partners’s Innovator Double Stacker 9 Buffer ETF - January DBJA Stock Holding History

WealthPLAN Partners’s Portfolio DBJA Stock Details DBJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-273
Closed -$7.72K – 1247
2023
Q2 		$7.72K Sell
273
-26,971
-99% -$741K ﹤0.01% 836
2023
Q1 		$733K Buy
27,244
+603
+2% +$15.8K 0.08% 167
2022
Q4 		$708K Buy
+26,641
New +$669K 0.05% 210

Other funds holding DBJA

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
OCM
Orion Capital Management Coronado, California $323M AUM 25.22% 1-Year Est. Return

WealthPLAN Partners's DBJA Position: Q3 2023 in Review

WealthPLAN Partners sold out of Innovator Double Stacker 9 Buffer ETF - January (DBJA) in Q3 2023, closing a stake of 273 shares — an estimated $7.72K sold.

WealthPLAN Partners first reported a position in DBJA in Q4 2022 and held it in 3 quarters. The position peaked at $733K in Q1 2023. 12 funds tracked by Wall St. Rank hold DBJA as of Q3 2023.

  • WealthPLAN Partners reported no remaining Innovator Double Stacker 9 Buffer ETF - January position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 273 Innovator Double Stacker 9 Buffer ETF - January shares in Q3 2023, an estimated $7.72K.
  • WealthPLAN Partners first reported a position in Innovator Double Stacker 9 Buffer ETF - January in Q4 2022 and held it in 3 quarters.
  • WealthPLAN Partners's Innovator Double Stacker 9 Buffer ETF - January position peaked at $733K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held Innovator Double Stacker 9 Buffer ETF - January as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.